Evercore Wealth Management’s Gentex GNTX Stock Holding History

Evercore Wealth Management’s Portfolio GNTX Stock Details GNTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,253	Closed	-$26K	–	517
2017 Q4	$26K	Hold	1,253	–	–	﹤0.01%	679
2017 Q3	$25K	Hold	1,253	–	–	﹤0.01%	670
2017 Q2	$23K	Buy	1,253 +545	+77%	+$10.6K	﹤0.01%	695
2017 Q1	$15K	Buy	+708	New	+$14.9K	﹤0.01%	788
2016 Q4	–	Sell	-984	Closed	-$17K	–	1051
2016 Q3	$17K	Buy	+984	New	+$17K	﹤0.01%	795
2016 Q1	–	Sell	-3,318	Closed	-$53K	–	966
2015 Q4	$53K	Sell	3,318 -162	-5%	-$2.62K	﹤0.01%	583
2015 Q3	$54K	Sell	3,480 -642	-16%	-$10.2K	﹤0.01%	575
2015 Q2	$68K	Buy	4,122 +2,558	+164%	+$44.7K	﹤0.01%	585
2015 Q1	$29K	Sell	1,564 -4,108	-72%	-$72.5K	﹤0.01%	721
2014 Q4	$103K	Buy	5,672 +162	+3%	+$2.69K	0.01%	460
2014 Q3	$74K	Buy	5,510 +3,502	+174%	+$50.9K	﹤0.01%	555
2014 Q2	$29K	Sell	2,008 -460	-19%	-$6.72K	﹤0.01%	682
2014 Q1	$40K	Buy	2,468 +1,360	+123%	+$21.7K	﹤0.01%	627
2013 Q4	$18K	Buy	+1,108	New	+$16.2K	﹤0.01%	693

Other funds holding GNTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return